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True North Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

True North Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,519
Closed -$1.11M – 209
2022
Q3 		$1.11M Sell
6,519
-1,810
-22% -$343K 0.36% 72
2022
Q2 		$1.46M Buy
8,329
+6,247
+300% +$1.21M 0.45% 53
2022
Q1 		$463K Hold
2,082
– – 0.12% 129
2021
Q4 		$530K Buy
+2,082
New +$525K 0.09% 154

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

True North Advisors's VOT Position: Q4 2022 in Review

True North Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 6,519 shares — an estimated $1.11M sold.

True North Advisors first reported a position in VOT in Q4 2021 and held it in 4 quarters. The position peaked at $1.46M in Q2 2022. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • True North Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • True North Advisors sold 6,519 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $1.11M.
  • True North Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
  • True North Advisors's Vanguard Mid-Cap Growth ETF position peaked at $1.46M in Q2 2022.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on True North Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.